Raymond Brown
Raymond Brown is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Atlanta, GA, with 20 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Raymond is an independent insurance agent selling Medicare-related products, life, and health insurance, dedicating a few hours per week. He also owns real estate, Blue Waters Wealth Advisors, and Raymond Brown and Associates, spending nearly full-time hours on the latter two for financial planning and accounting.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Pension Builders and Consultants/adviceware
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.